Loyola University Chicago

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Loyola University Chicago

Gift Planning

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Charitable remainder unitrust

Charitable Remainder Unitrust Diagram

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to Loyola for purposes you specify

Benefits

  • Payments to one or more beneficiaries that will vary annually with the value of the trust
  • Federal income-tax deduction for the charitable remainder value of your interest
  • No capital-gain tax when trust is established; property is sold by the trust
  • Trust remainder will provide generous support for Loyola

Next steps

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Loyola

Advancement Division
820 N. Michigan Ave., Chicago, IL 60611
800.424.1513 · plannedgiving@LUC.edu
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